Institutional Owners for HTLD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NEVILLE RODIE & SHAW INC | COM | 51 | $1,067,000 | 89,359 | 0.08 | 0.13 | -8,150 | -8.36 | 03-31-2024 |
| GOLDMAN SACHS GROUP INC | CMN | 52 | $1,273,150 | 89,281 | 0.00 | 0.00 | -136,974 | -60.54 | 12-31-2023 |
| D E SHAW & CO INC | COM | 53 | $1,274,313 | 86,747 | 0.00 | 0.00 | -171,590 | -66.42 | 09-30-2023 |
| JPMORGAN CHASE & CO | COMMON | 54 | $1,166,753 | 81,820 | 0.00 | 0.00 | -21,650 | -20.92 | 12-31-2023 |
